Relationship Manager UHNWI (f/m/d)

Job description

Relationship Manager UHNWI (f/m/d) 80% - 100% | Conseil à la clientèle | Zurich | Senior level

Tasks

• Creation, management and development of the company's own customer book, focusing on French-speaking customers in Switzerland
• Global advice and support for clients at asset level, creation and implementation of client solutions taking into account bank and non-bank assets
• Development of customized solutions in cooperation with our internal specialists
• Actively participate in the management of deal teams to successfully handle complex client cases
• Systematic development of your internal and external network to generate sustainable growth

Requirements

• Several years of experience in private banking, ideally in the UHNWI segment or in a similarly demanding client environment
• University degree (university, HES) and specific additional qualifications (MBA, CFA, AZEK, etc.) in finance
• An established network of French-speaking UHNWI clients in Switzerland is a great advantage
• Ideal: Expertise in at least one of the following areas: Asset management, capital markets, complex financing, in-depth knowledge of tax law, knowledge of inheritance law and asset structuring, assistance with liquidity events
• Ability to work in a team to find the best solutions for customers together
• Fluent in French and German; other languages are a plus

We offer

• A challenging job in an exciting area of private banking
• A client-centered and efficient working environment with competent and committed colleagues
• Opportunity to work on complex and relevant customer cases with multiple interfaces
• Opportunities for professional and personal development
• Being part of a solid, networked and valued team within the bank